Generating a Mitel CPQ Quote * Please reach out to your Mitel CPQ Tool Administrator, who will in turn set the permission for users to
be able to create a margin report.*
1. Login to Mitel Connect
2. Click Mitel CPQ
3. Select Create new configuration (select option from pull down list)
4. Click Start
5. Move through the top menu items, choosing your options, parts
6. Fill out all your information, and then select Quote option (last tab)
7. Go to Secure Transfer section
8. Select Open in Proposals & Reports
9. Select Partner Reports
10. Select Generate the Margin Report
After your margin report is generated and saved to disk you are
ready to import it to SDA.
Open SDA
Select Add-Ins on the menu pull
Select Import and choose Mitel CPQ config (XLS margin report)
******************************************************************
If these steps do not work for you, or if the menus on your system look
different, please try this method...
1. Save the configurator files on the Mitel Server and then bring up the Saved
files in the CPQ tool.
2. You can get to here after you configure the system. However, if you do not
save the file, you’ll need to reconfigure the system by starting from scratch.
.
3. In the Saved Files, go to the Prp Column to get to the Proposals and reports
directly.
4. You will notice it has the Saved configuration ID.
5. Select Partner Reports
6. Generate the Margin Report
7. Save the Margin Report to your PC to import into SDA.